Lions. This Is What Trump's Tariff Pause Means. Good, and Bad.

From Greg M

Short-term economic relief
Pausing tariffs, especially on imports like raw materials, or semiconductors, could ease inflationary pressure in the near term. It might give consumers and certain businesses a little breathing room, especially in sectors getting squeezed.

Market stability
Markets tend to like predictability. A pause signals less confrontation for now, which might stabilize certain equities and reduce volatility. Investors will take it as a “cooling off” signal.

Rebuilding supply chains
It could help restore strained global supply lines, particularly in tech, energy, and manufacturing. That may lower production costs and encourage a little global cooperation.

Debt and inflation spiral. The U.S. is walking a razor’s edge with debt, currency debasement. If this pause is used politically rather than economically, say to juice the market or score popularity, it could backfire long term.

Signals of desperation. This move might not be about strategy, it could be damage control. With the economy showing signs of a deeper slowdown, it may be an attempt to “stimulate” without official stimulus. That’s not strength, that’s a red flag.

GM